Jirayr Kembikian

Certified Financial Plannertm, Co-founder @Citrine Capital

San Francisco, CA, US
EMAILS
j•••••@citrinecapitaladvisors.com
MOBILE NUMBERS
+14•••••••13

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WORK HISTORY

Jan 2016 — Present

Certified Financial Plannertm, Co-founder @Citrine Capital

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San Francisco, CA, US

Citrine Capital is a fee-only wealth management firm committed to helping business owners, entrepreneurs and tech professionals across the United States conserve and create wealth. We accomplish this by working with our clients to organize their finances, manage investments, define and prioritize goals, plan for major life events and/or early retirement, protect loved ones, and mitigate taxes.

EDUCATION

N/A

San Francisco State University

Business Administration: Corporate Finance, Business & Finance

N/A

San Francisco State University

Certified Financial Planner (CFP) Certification

SKILLS

Insurance PlanningRetirement PlanningSmall BusinessStrategic Financial PlanningAsset ManagementLife InsuranceFinanceAsset Allocation401kSecuritiesIrasEstate PlanningInvestmentsDisability InsuranceCertified Financial Planner401k RolloversWealth Management529 PlansFinancial ServicesFinancial AdvisoryFinancial PlanningFinancial PlannersPortfolio ManagementComprehensive Planning

ABOUT JIRAYR KEMBIKIAN

I develop personalized financial plans for professionals and entrepreneurs, creating and preserving wealth. I empower my clients to take control of their money and help them make wiser financial decisions. My planning process helps clients develop, implement, and monitor a comprehensive action plan designed to align their actions with their intentions.

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